What We Offer

Money means different things to all of us, and what shapes our attitudes toward it, or what we want from it, is a highly selective thing.

That's why, at Union Street Financial, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working with people we know and like.

Our service to you does not end once we complete the initial process of setting up your investments. We'll monitor the progress of your investments and we'll meet regularly with you to make sure your investments reflect your current life circumstances.

We tend to think of our clients as our friends, so don't be surprised if you get a phone call from us just to say hi.

Estate and Inheritance Issues

Retirement Planning

Charitable Gifting

Income Tax Issues

Estate Planning

Insurance Planning

Education Funding Planning

529 Plans

Tax Planning

Corporate Bonds

Municipal Bonds

Mutual Funds

Stocks

Retirement

IRAs

Employee Benefit Programs

This communication strictly intended for individuals residing in the states of CA, CT, DC, DE, FL, GA, MA, MD, NJ, NY, PA, SC, TN, TX, UT, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor.